Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 407 shares of NTSX stock, worth $19,698. This represents 0.0% of its overall portfolio holdings.
Number of Shares
407
Previous 406
0.25%
Holding current value
$19,698
Previous $17,000
11.76%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding NTSX
# of Institutions
79Shares Held
15.4MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.11MShares$296 Million15.89% of portfolio
-
Rational Advisors LLC Huntington, NY1.18MShares$57 Million5.89% of portfolio
-
Cwm, LLC1.14MShares$54.9 Million0.23% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA885KShares$42.9 Million1.21% of portfolio
-
Wj Interests, LLC Sugar Land, TX852KShares$41.2 Million21.69% of portfolio